Redtail CRM + Simplicate

Redtail CRM + Simplicate integrations

Create new Simplicate contacts from Redtail CRM contact creations

Effortlessly manage your Redtail CRM contacts in Simplicate by setting up this workflow. When you add a new contact in Redtail CRM, this automation will create a corresponding contact in Simplicate, ensuring your databases are up-to-date and simplifying your sales and marketing activities. Save time and keep your contacts organized across both platforms seamlessly.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create ContactCreates a Contact
ActionWrite

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More things you can do with Redtail CRM and Simplicate

Discover other triggers and actions you can use with Redtail CRM and Simplicate

Activity Created
Triggers when a new activity is created in your database.
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Instant
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Activity Updated
Triggers when an activity is updated in your database.
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Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
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Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
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Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
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Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
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Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Invoices Sent
Triggers when an invoice is sent.
Trigger
Polling
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New Contacts
Triggers when new contacts are created.
Trigger
Polling
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New Hours
Triggers when new hours are created.
Trigger
Polling
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New Sales
Triggers when new sales are created.
Trigger
Polling
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New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Polling
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Sales Accepted
Triggers when sales processes are accepted.
Trigger
Polling
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New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Polling
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Updated Hours
Triggers when hours or updated.
Trigger
Polling
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New or Updated Sales
Triggers when sales are created or updated.
Trigger
Polling
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- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Sales ID
  Required
- Default Service ID
  Required
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Content
  Required
- Posted by
  Required
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
Action
Write
- ID
  Required
- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company Name
  Required
Action
Search
- Contact E-mail address
  Required
Action
Search
- Sales ID
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
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Instant
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Contact Created
Triggers when a new contact is created in your database.
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Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Invoices Paid
Triggers when invoices are paid.
Trigger
Polling
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New Companies
Triggers when new companies are created.
Trigger
Polling
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New Employees
Triggers when new employees are created.
Trigger
Polling
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New Projects
Triggers when new projects are created.
Trigger
Polling
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New Services
Triggers when new services are created.
Trigger
Polling
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Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Polling
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New or Updated Companies
Triggers when companies are created or updated.
Trigger
Polling
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New or Updated Employees
Triggers when employees are created or updated.
Trigger
Polling
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New or Updated Projects
Triggers when projects are created or updated.
Trigger
Polling
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Updated Services
Triggers when services or updated.
Trigger
Polling
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- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Project ID
  Required
- Amount
- Price
- Invoice from
Action
Write
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- ID
  Required
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Project ID
  Required
Action
Search

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

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Project Management